Marchfirst wird das Feld von hinten aufrollen. - 500 Beiträge pro Seite

[KMaxel]

Dessen bin ich sicher. Analysten zufolge ist der Wert derzeit extrem unterbewertet. Die Kooperation mit SAP ist noch lange nicht eingepreist. Wie ich aus zuverlässigen Kreisen erfahren habe, plant das Unternehmen mit Unterstützung von Microsoft eine Unternehmensübernahme, die es in sich hat.

So long, Kmaxel

[KMaxel]

Tuesday December 5, 7:01 am Eastern Time
Press Release
SOURCE: marchFIRST, Inc.
marchFIRST, SAP Announce Expanded Strategic Alliance
Companies to Help SAP Customers Extend Technology Investments, Drive Real Business Results
CHICAGO, Dec. 5 /PRNewswire/ -- marchFIRST, Inc. (Nasdaq: MRCH - news), a leading global professional services company, and SAP AG (NYSE: SAP - news) today announced that the companies have expanded their strategic alliance. Under the new agreement, marchFIRST and SAP(TM) will jointly offer customers a powerful e-business value proposition, pairing marchFIRST`s customer outreach and enterprise improvement services with the full suite of mySAP.com(TM) market-leading e-business solutions.

The expanded alliance tightens the strategic relationship between two leading global companies. Together, marchFIRST and SAP will be able to quickly assemble integrated project teams -- comprised of experienced functional, industry and SAP solutions experts -- to help SAP customers worldwide tackle complex e-business projects and realize greater returns on their technology investments.

``We are delighted to expand our existing relationship with marchFIRST as we continue to leverage their expertise in e-commerce,`` said Chris Larsen, President of SAP America. ``marchFIRST`s customer outreach and enterprise improvement services are an ideal complement for the entire suite of mySAP.com e-business solutions. SAP can now bring to bear for our customers the added functionality and expertise they need to tackle their e-business initiatives.``

Joint offerings from marchFIRST and SAP will include e-business planning and strategy, process optimization, enterprise mobility, brand strategy and development, user experience, and mySAP.com solutions including Customer Relationship Management and Supply Chain Management as well as mySAP.com Workplace(TM). Additionally, dedicated teams of experts from both companies will collaborate at the SAP Global Solution Center(TM), located at SAP Americas headquarters campus, to develop new solutions that anticipate the continually evolving challenges that businesses are likely to face as a result of ongoing innovation in the marketplace.

``By elevating marchFIRST to a truly strategic role with SAP customers, this expanded alliance provides us with a tremendous opportunity to forge relationships with more of the world`s leading companies and open new revenue channels,`` said Edward Szofer, Chief Development Officer for marchFIRST. ``Integrating marchFIRST`s services with SAP best-of-breed business solutions offers companies the insight, experience and tools they need to capitalize on opportunities to improve productivity, increase profitability, strengthen customer loyalty and reach new markets.``

marchFIRST and SAP have been alliance partners for five years. In 1998 and 1999, marchFIRST was a recipient of the SAP America Award of Excellence. A result of the annual SAP customer survey, the award was given to implementation partners that scored an excellent rating in customer satisfaction.

About marchFIRST

marchFIRST creates and delivers innovative, distinctive customer outreach and enterprise improvement solutions for Global 3000 corporations and leading emerging companies. marchFIRST helps its clients connect with their customers, optimize their business infrastructure and maximize their existing assets to drive better business results. The Company serves seven industry sectors: manufacturing; financial services; high tech and telecommunications; consumer products/retail; health care; media, entertainment and communications, and transportation/travel and leisure. Headquartered in Chicago, marchFIRST has offices in 16 countries worldwide. Its Web site is www.marchFIRST.com .

About SAP

With more than 13,000 customers and 30,000 installations worldwide, SAP is the leading e-business applications provider for the new Internet economy. Combining collaborative online and mobile commerce technologies, industry expertise, and implementation capabilities, the mySAP e-business platform enables companies to improve relationships with their customers and partners, streamline operations, and achieve revolutionary efficiencies throughout their supply chain. SAP is listed on several exchanges including the Frankfurt stock exchange and NYSE under the symbol ``SAP.`` Additional information about SAP can be found at http://www.sap.com .

This press release contains forward-looking statements based on beliefs of SAP and marchFIRST management. Any statements contained in this press release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. The words ``anticipate,`` ``believe,`` ``estimate,`` ``expect,`` ``intend,`` ``may,`` ``plan,`` ``project,`` ``should,`` and ``will`` and similar expressions as they relate to SAP and marchFIRST are intended to identify such forward-looking statements. Such statements reflect the current views and assumptions of SAP and marchFIRST, and all forward-looking statements are subject to various risks and uncertainties that could cause results to differ materially from expectations. The factors that could affect future SAP and marchFIRST financial results are discussed more fully in the companies` respective filings with the U.S. Securities and Exchange Commission (the ``SEC``). Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates. SAP and marchFIRST undertake no obligation to publicly update or revise any forward-looking statements.

SAP, mySAP.com, SAP Global Solution Center, and mySAP.com Workplace are trademarks or registered trademarks of SAP AG. Other product or service names mentioned herein are the trademarks of their respective owners.

SOURCE: marchFIRST, Inc.

[KMaxel]

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Tuesday December 5, 4:23 pm Eastern Time
Press Release
SOURCE: Cohen, Milstein, Hausfield & Toll, P.L.L.C.
Cohen, Milstein, Hausfeld & Toll, P.L.L.C. Files Class Action Suit Against marchFIRST, Inc.
WASHINGTON, Dec. 5 /PRNewswire/ -- The following notice is issued by the law firm of Cohen, Milstein, Hausfeld & Toll, P.L.L.C., on behalf of its client, who filed a lawsuit on November 30, 2000, in the United States District Court for the Northern District of Illinois, on behalf of purchasers of marchFIRST, Inc. (Nasdaq: MRCH - news) during the period between July 25, 2000 and October 23, 2000, inclusive.

The complaint charges marchFIRST and one of its officers and directors with violations of Sections 10(b) and 20 of the Securities Exchange Act of 1934 and SEC Rule 10b-5. The complaint alleges that Defendants made a series of materially false and misleading statements in press releases, statements to stock analysts, and SEC filings. The misrepresentations concerned the Company`s second quarter 2000 financial results, its improving business momentum, its ability to meet analyst expectations for third quarter performance, and the quality of its accounts receivable.

Plaintiff`s counsel -- Cohen, Milstein, Hausfeld & Toll, P.L.L.C. -- has significant experience in prosecuting investor class actions and actions involving financial fraud. The firm has offices in Washington, D.C. and Seattle, Washington and is active in major litigation pending in federal and state courts throughout the nation.

The firm`s reputation for excellence has been recognized on repeated occasions by courts which have appointed the firm to lead positions in complex multi-district or consolidated litigation. Cohen, Milstein, Hausfeld & Toll, P.L.L.C. has taken a lead role in numerous important cases on behalf of defrauded investors, and has been responsible for a number of outstanding recoveries which, in the aggregate, total hundreds of millions of dollars or more.

If you purchased shares of marchFIRST, Inc. during the Class Period, you may move the Court no later than December 22, 2000 to serve as lead plaintiff for the Class. In order to serve as lead plaintiff, you must meet certain legal standards.

If you have any questions about this notice or the action, or with regard to your rights, please contact either of the following:


Steven J. Toll, Esq.
or
Robert Smits
Cohen, Milstein, Hausfeld & Toll, P.L.L.C.
1100 New York Avenue, N.W.
Suite 500 - West Tower
Washington, D.C. 20005
Telephone: [phone] or 202-408-4600
E-mail address: [e-mail] OR [e-mail]

[KMaxel]

07.11.2000
MarchFirst verbilligen
Berliner Börsenbrief


Anleger sollten nach Meinung der Analysten des Berliner Börsenbriefes Aktien der MarchFirst Incorporation (WKN 900523) ordern und damit ihren Einstandskurs senken.

Im dritten Quartal habe das Unternehmen den Umsatz auf 369,4 Millionen nahezu verdreifachen können. Allerdings habe MarchFirst einen Verlust in Höhe von 436,7 Millionen USD beziehungsweise 2,86 USD erwirtschaftet.

Ohne Akquisitionskosten habe der Konzern 1 US-Cent verdient und damit deutlich unter den Erwartungen von 19 US-Cents gelegen. Das Management mache die schlechte Zahlungsmoral seiner Kunden und den schwachen Euro für das schlechte Ergebnis verantwortlich.

Konkurrenten hätten bereits vor Wochen davor gewarnt, dass vermehrt auftretende Zahlungsausfälle zu einer Verringerung des Ergebnisses führen würden. Die Konzernführung von MarchFirst habe allerdings den Anschein erweckt, dass die Probleme nicht für sie gelten würden. Das Unternehmen müsse daher mit einigen Aktionärsklagen rechnen.

Für das vierte Quartal erwarte das Management nur noch ein Gewinn pro Aktie in Höhe von 8 US-Cents anstelle von 0,21 USD. Zudem wäre die Gewinnerwartung für 2001 von 1,05 USD auf 42 US-Cents gesenkt worden.

Der Kurssturz sei jedoch übertrieben. Bei einem Kurs zwischen 4 und 5 USD liege das Papier das geschätzte KGV zwischen 9 und 11. Viel zu niedrig angesichts der Branchenstellung. Bereits engagierte sollten ihre Position verbilligen. Kurse zwischen 12 und 14 USD binnen der nächsten zwei Quartale seien realistisch. Neueinsteigern sollte aber das hohe Investitionsrisiko bewusst sein, so die Aktienexperten.


28.11.2000
MarchFirst zukaufen
Berliner Börsenbrief


Anleger sollten ihre Position mit Aktien der MarchFirst Incorporation (WKN 900523) aufstocken und damit ihren Einstiegskurs senken, dazu raten die Analysten vom Berliner Börsenbrief.

Das Gerücht habe sich bestätigt. Das Unternehmen brauche im Dezember einen Überbrückungskredit von 50 Millionen USD und für die ersten sechs Monate des kommenden Geschäftsjahres noch einmal 50 Millionen USD. Shortseller hätten daraufhin den Kurs weiter sinken lassen. Die Problem würden sich allerdings bei nähere Betrachtung relativieren, denn:

Das Unternehmen habe am 30. September über liquide Mittel in Höhe von 119 Millionen USD verfügt. Darüber hinaus gebe es ausstehende Forderungen von 405 Millionen USD. Der Forderungsbestand sei sprunghaft angestiegen, was auf eine schlechtere Zahlungsmoral der Kundschaft hindeute. Zweifelhafte Forderungen über 41 Millionen USD würde das Researchteam aber überraschen.

Die Kosten in den ersten neun Monaten würden sich auf 931 Millionen USD belaufen, was allerdings auf die Fusion zwischen USWeb/CKS und Whittman-Hart zurückzuführen sei. Dies seien zu 90% Abschreibungen und würden das Minus beim EBIT von 919 Millionen insofern erheblich relativieren.

Microsoft habe MarchFirst einen zinslosen Kredit in Höhe von 12 Millionen USD zur Verfügung gestellt. Gehe der Überbrückungskredit problemlos über die Bühne, müssten die Shortseller raus, was den Aktienkurs in die Höhe treiben würde, so die Analysten.

[KMaxel]

Ich habs euch gesagt. Und das war erst der Anfang.


kmaxel

[KMaxel]

Sorry, hier ist die natürlich auch die Nachricht dazu!

Marchfirst 900523


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Thursday December 14, 8:05 am Eastern Time
Press Release
SOURCE: marchFIRST, Inc.
marchFIRST Announces Agreement For $150 Million Investment By Francisco Partners
CHICAGO, Dec. 14 /PRNewswire/ -- marchFIRST, Inc. (Nasdaq: MRCH - news), a leading global professional services company, today announced that Francisco Partners, a leading private equity firm focused on investments in technology companies, has signed a definitive agreement to invest $150 million in the Company in exchange for shares of preferred stock.

``We are very pleased to have the opportunity to partner with marchFIRST,`` said David Stanton, a partner and founder of Francisco Partners. ``Its experienced management team, talented professionals, breadth and depth of service offerings, strong client base and proven track record uniquely position marchFIRST to become a long-term leader in the e-services marketplace. We plan to actively support marchFIRST as it deepens relationships with existing clients and pursues high-value opportunities with leading organizations in key vertical industries.``

Francisco Partners will purchase 63,053 shares of marchFIRST`s Series A 8 percent convertible preferred stock and 86,947 shares of its Series B 12 percent preferred stock for $1,000 per share. The Series A shares will be convertible at any time into shares of marchFIRST common stock at a price of $2 per share, representing a premium of approximately 41 percent over the five-day average closing price through the date of the agreement. Upon conversion of these Series A shares, Francisco Partners would own approximately 17 percent of the outstanding shares of common stock, based upon the number currently outstanding.

Upon approval by marchFIRST stockholders, the Series B shares would convert into Series A shares on a one-for-one basis. Upon conversion of both these additional Series A shares and the Series A shares issued initially, Francisco Partners would own approximately 32 percent of the outstanding shares of common stock, based upon the number currently outstanding. Francisco Partners has agreed not to purchase any additional shares of marchFIRST voting stock without the Company`s consent.

``Francisco Partners is a $2.5 billion private equity firm, and its founders are well-established investment and technology professionals. marchFIRST has gained not only an investor, but also a strategic adviser with an expansive partner network and an excellent reputation,`` said Robert Bernard, marchFIRST Chairman and Chief Executive Officer. ``This relationship provides us with the financial flexibility we sought to execute our global client relationship business model. With this additional financing in place, we can focus on driving operational excellence and leveraging our core capabilities to help our clients get closer to their customers and create operational efficiencies.``

The Company expects the transaction to close before the end of 2000. Francisco Partners has committed to provide marchFIRST with $25 million in interim financing pending the closing of the transaction, which is subject to customary conditions and approval under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. Stockholder approval is not a condition to the closing of the transaction. In conjunction with the closing, Stanton and Neil Garfinkel, also a partner and founder of Francisco Partners, are expected to join marchFIRST`s Board of Directors.

``Despite the recent market gyrations, we believe strongly in the attractive long-term fundamentals of the e-services sector,`` Garfinkel said. ``Our investment in marchFIRST is representative of both our commitment to the sector and our belief in marchFIRST`s position as a leader in that sector.``

marchFIRST will provide additional information regarding the transaction in a Current Report on Form 8-K, which the Company expects to file today.

About marchFIRST

marchFIRST creates and delivers innovative, distinctive customer outreach and enterprise improvement solutions for Global 3000 corporations and leading emerging companies. marchFIRST helps its clients connect with their customers, optimize their business infrastructure and maximize their existing assets to drive better business results. The Company serves seven industry sectors: manufacturing; financial services; high tech and telecommunications; consumer products/retail; health care; media, entertainment and communications, and transportation/travel and leisure. Headquartered in Chicago, marchFIRST has offices in 16 countries worldwide. Its Web site is www.marchFIRST.com .

About Francisco Partners

Francisco Partners, a $2.5 billion private equity firm focused on structured investments in technology companies, was formed by David M. Stanton, Sanford R. Robertson, Benjamin H. Ball, Dipanjan Deb and Neil M. Garfinkel. Francisco Partners targets public companies, divisions of public companies and private companies with transaction values ranging from $50 million to in excess of $2 billion. In total, the principals have made substantial investments in over 25 technology companies. Their investments include the purchase of Globe Span, Inc. and Paradyne from Lucent Technologies; the purchase of Legerity from Advanced Micro Devices; the purchase of XcelleNet from Sterling Commerce; the pending purchase of American Microsystems, Inc. from Japan Energy Corporation; the purchases of GT Com and Zilog, and the $1.8 billion purchase of ON Semiconductor from Motorola. In addition to its internal resource base, Francisco Partners has an exclusive long-term relationship with Sequoia Capital, one of the most prominent and successful venture capital firms in Silicon Valley. Founded in 1972, Sequoia Capital has provided early stage capital to over 350 technology companies including 3Com Corp., Apple Computer, Cisco Systems, Inc., Oracle Corp., and Yahoo! Inc.

Cautionary Note Regarding Forward-Looking Statements

This news release includes forward-looking statements that reflect marchFIRST`s current expectations about its future results, performance, prospects and opportunities. marchFIRST has tried to identify these forward-looking statements by using words such as ``believe,`` ``expect,`` ``anticipate`` and similar expressions. These forward-looking statements are subject to a number of risks, uncertainties and other factors that could cause marchFIRST`s actual results, performance, prospects or opportunities in the remainder of 2000 and beyond to differ materially from those expressed in, or implied by, these forward-looking statements. These risks, uncertainties and other factors include, but are not limited to, the development of the marketplace for e-commerce solutions and other factors affecting market demand, the risk that the transactions discussed in this news release will not be consummated and that marchFIRST would then be required to obtain other sources of financing, changes in business plans and financial models that may result from the transactions discussed in this news release and any other financing or strategic transactions entered into by marchFIRST, marchFIRST`s ability to manage its growth and expansion into new geographic areas and service lines, foreign currency exchange rate fluctuations and other risks associated with international business, difficulties in attracting and retaining highly skilled employees, marchFIRST`s ability to accurately estimate the cost, scope and duration of fixed-price client engagements, marchFIRST`s ability to collect amounts billed for client engagements, risks related to marchFIRST`s investments in equity securities, risks related to possible acquisitions, competitive factors, integration and other risks related to the merger with USWeb/CKS and possible consequences of stockholder lawsuits against marchFIRST. For further information about these and other risks, uncertainties and factors, please review the disclosure included under the caption ``Risk Factors`` in marchFIRST`s Quarterly Report on Form 10-Q for the period ended September 30, 2000 and Annual Report on Form 10-K for the year ended December 31, 1999, as filed with the Securities and Exchange Commission. marchFIRST undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or changed circumstances or for any other reason.

marchFIRST has not yet established a policy with respect to providing financial forecasts and other forward-looking statements in the future. However, marchFIRST undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or changed circumstances or for any other reason.

SOURCE: marchFIRST, Inc.

[KMaxel]

Tja, wie ich es gesagt habe.


Kmaxel

[Montezuma]

Zufall? Gestern die Werbung in der WamS und heute die Empfehlung von CSFB! Natürlich freue ich mich, habe ja heute schliesslich 50 Prozent erspekuliert! Aber komisch ist ja schon, oder? Kommt da noch mehr?

[fsch]

Der Verdacht liegt nahe:

Es kommen mieseste Quartalszahlen und vorher will noch jemand möglichst gut raus.